Oscar Rene Salgado
Investment adviser representative at Kestra Advisory Services, LLC
6 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Kestra Advisory Services, LLCJun 2022 to now
- Kestra Investment Services, LLCJun 2022 to now
- UnemployedApr 2022 to Jun 2022
- Fidelity InvestmentsSep 2021 to Apr 2022
- Morgan StanleyFeb 2019 to Sep 2021
- Morgan Stanley Private Bank, N.AFeb 2019 to Sep 2021
- UnemployedOct 2018 to Feb 2019
- Advisorshares Investments, LLCMay 2018 to Oct 2018
- Foreside Fund Services, LLCMay 2018 to Oct 2018
- Bank of America, N.A.Oct 2017 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Mar 2018
- Roy's RestaurantMay 2017 to Dec 2017
- T Rowe PriceMay 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MD).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6658060
- Firm CRD
- 283330